Customer Success with

Oracle Business

Intelligence Applications on

Oracle Data Integrator

[CON7708]

1

State of Kansas – Department of Administration

Sarah Gigous, Director

Office of Systems Management

Connie Guerrero, Deputy Director

Office of Personnel Services

Your Presenters

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Kansas Facts

• State government with 95 state agencies

• 38,036.92 authorized FTE

• 51,367 on-cycle biweekly checks and 594 off-cycle

(includes temps, students, national guard)

• Implemented full suite of PeopleSoft

Financials v 9.0 in 2010 and PeopleSoft HCM

in 1995 – currently on v9.1

• 72,800 W-2s annually

• Created 2,220,287 Vouchers last Fiscal Year

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Current Reporting Environment

• Currently use EPM v9.0 for Financials and HCM with

DataStage v7.5

• Data Warehouse is heavily customized

• Spent thousands of consulting dollars to fix issues

with deletes in the source system not being accounted

for in EPM and missing functionality

• Not able to update the data warehouse some nights

due to long running jobs

4

Current Reporting Environment

• Issues with Cash Reconciliation Process

• Completed upgrade to HCM 9.1 and learned EPM

would not be enhanced beyond v9.1.

• We had the perfect storm brewing!

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BI Analytics Implementation

• Entered into an agreement with Oracle in May 2013 to

participate in the Early Adopter Program to implement

BI Analytics, Oracle Data Integrator (ODI) and Golden

Gate. The State Purchased the following products:

OBIEE 11g

Financial Analytics v11.1.1.7.1

Procurement & Spend Analytics v11.1.1.7.1

Human Resource Analytics v11.1.1.7.1

Data Integrator and Application Adapter for Data Integration (ODI

for BI)

GoldenGate

Oracle Database Enterprise Edition

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Procurement

and Spend

Analytics

Financial

Analytics

Human Resource Analytics

BI

Analytics

Statewide

Human

Resource and

Payroll System

(SHARP)

Employee Data

Position

Mgmt

Recruiting

Payroll

Data

Time and

Labor

Statewide

Management,

Accounting

and

Reporting

Tool (SMART)

A/P

Asset

Mgmt

Cash

Mgmt

Purchasing

Receipting

Revenue

BI Analytics will store years worth of data from

our statewide ERP systems to help drive

decision making

Introduction to Business

Intelligence (BI) Analytics

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BI Analytics Early Adopter

Program • Started the official project in July 2013 with an expected

completion in approximately 24 weeks. Project is currently

in week 62.

• Implementation was to include installation of several

delivered dashboards in each product area with no major

ETL customizations. Currently we are preparing to initially

deploy around 30 reports with no major ETL

customizations

• Used Implementation Partner Recommended by Oracle–

chose BI Minds. Contracted with Sierra-Cedar for a DBA

that has been a part of the State of Kansas team

throughout the implementation. 8

BI Analytics Early Adopter Program

• Oracle provided a key contact within their BI

Organization to serve as a sponsor throughout our

implementation. They continue to support us as we get

closer to going live.

• Oracle provided resources to help with Security design

and data validation.

• Oracle conducted the following workshops for our team:

• Oracle Data Integrator / Oracle Golden Gate Workshop

• BI Administration Workshop

• OBIEE 11G BI Applications Workshops

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Challenges

• Built Development environment (DEV_DW) and tested all of the

ETL’s with a full load and several incremental loads.

– Identified issues with delivered ETL’s. Worked closely with Oracle to

identify solutions

• Attempted Deployment of new ‘Greenfield Migration’ (GFM) tool to

populate the Testing (QAS_DW) environment. GFM permits the

migration of all configuration settings from one environment to

another.

– Experienced delays early in project waiting for documentation for

this approach

– Oracle did not recommend this approach to build production as it

is still a new process.

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Challenges

• Determining the adequate amount of space needed for Data and

Temp space – State’s PeopleSoft Financial Management System is currently at 1.5 TB

– State’s PeopleSoft Human Capitol Management System is at 800 GB

– The following counts are for some of our larger fact tables taken during prior full test loads of the delivered ETL’s:

» GL Balance Fact – 72,928,700

» AP Transaction Fact – 538,486,143

» Pay Run Balance – 200,321,299

– The amount of space needed was adjusted on several full and incremental loads. Once the ETL code was adjusted, Temp space requirements significantly dropped.

• Setting up the Functional Setup Manager

– Issues with how the product worked with PeopleSoft as the

source

– Identified several bugs and worked with Oracle to get them

resolved 11

Challenges

• Correct Configuration of product lines purchased by the State of Kansas

(Golden Gate, ODI and PeopleSoft) has proven to be quite difficult

– One of the first and only customers on this set of products

– Incorporating ODI code to account for GoldenGate SDS

– Misunderstanding or not understanding data needs from GoldenGate

REPLICAT

• Performance Tuning

– SDE_PSFT_90_ADAPTOR_SDE_PSFT_GLJOURNALSFACT_BUDGETAR

YCONTROL – 62 hours in full load, after tuning – 39 hours

– PLP_PLP_APBALANCEFACTLOAD – Failed after running many hours and

used up all temp space - Added hint, completed in less than an hour

– PLP_PLP_GLBALANCEAGGRBYACCTSEGCODES - Failed after running

many hours and used up all temp space – Corrected stats, completed in less

than an hour

– Incremental loads went from running in around 22 hours to on average of 8-

10 hours but as fast as 6 hours

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ODI vs Datastage

• DataStage has hash files and requires data processing

on the App server compared to ODI working

completely by sql directly on the target data

warehouse server, no processing data by an app

server.

• ODI BI Apps handles deletes as soft deletes built in

compared to DataStage ETLs being customized to

handle deletes.

• ODI is much easier to do performance tuning (i.e. hints

to sql, alter sessions, manage indexes)

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• Preparing to hold first set of conference room pilots

with agencies to demo the initial set of delivered reports

which have been updated to reflect State of Kansas

Business Processes. Gather requirements from

agencies on what should be our next set of priority

reports

• Training sessions for agency users

• Monthly collaboration meetings (inter-agency staff

developing reports/sharing ideas, etc.)

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Looking Forward

BI Analytics

BI Analytics Modules Metrics Available

Financial Analytics Commitment Control Cash Control

Appropriation Balances

Vouchers by Type, Vouchers by Fund

Deposit Lookup

Human Resource Analytics Payroll Earnings Trend

Overtime Spend

Time by Task Group and Profile

Procurement and Spend Analytics Purchase Orders Pending Approval

Requisitions Approved but not Sourced

Projects Commitment Summary

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To maximize the capabilities of Business Analytics to drive

business culture and answer specific questions, a shift in

thinking is required…it challenges leaders to take ‘AIM’

Ask the Question

Investigate the Information

Make a Change

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Taking ‘AIM’

• Challenging users to think in terms of business

analytics when developing custom reports.

– Requires a dynamic shift in business analysis/

planning/management

• Additional Reports/Dashboards will be developed based

on agency input and with agency assistance

• Future development to bring custom fields, additional

modules, etc. into BI Analytics

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Next Steps

Sarah Gigous, Director

Office of Systems Management

Sarah.gigous@da.ks.gov

785-291-3027

Connie Guerrero, Deputy Director

Office of Personnel Services

connie.guerrero@da.ks.gov

785-296-0754

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Contacts

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Questions?